PSA

“It's a business that controls something like 70% of its market. So, absolutely dominant in its market. They have $400 million of orders just sitting in the queue... This is going to be a multi-billion dollar company.”

“I think they bought it for $800, $900 million. This is going to be a multi-billion dollar company because being the dominant market share, and there's a network effect”

“He bought it to try to modernize it with technology, with efficiency, with just intensity and say like, we have to be able to do better than that. And I'll take it public again once we've implemented like a more tech forward approach.”